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Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Biography

Tom came to Plancorp in 2001 with a wealth of experience in investment management, financial planning and education. His professional background includes work in the mergers and acquisitions business, where he assisted business owners in the buying and selling of small- to mid-size companies. Prior to that, Tom worked as a General Partner at Edward Jones and university professor.

Having earned his MBA from Washington University’s Olin School of Business, Tom feels it’s important to continue to give back to the community. He has sat on a number of non-profit boards and is currently a member of the New Conscience.

Outside of work, Tom enjoys relaxing with his family or riding his bike.

Community Involvement
  • Director, Belle Center, 2000 – 2003
  • Director, Churchill Center and School, 2006 – present; Vice President 2007 – 2008
  • Director, Thomas Jefferson School, 2006 – present; President 2009 – present; Treasurer 2007 – Present
Education
  • Trinity College, BA Economics, Hartford, CT
  • Washington University, MBA Finance, St. Louis, MO

Insights

What’s Your Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s?

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Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan managed by the state of Illinois. 

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Jessica Kerckhoff's Kids Yoga United
Written by Jessica Kerckhoff, InspireHer Guest Author

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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